When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
A letter of instruction provides additional and more personal information regarding your estate.
For homeowners who think their property taxes are too high, there are ways to appeal.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
When considering life insurance, it's important to understand your options.
A collection of tips from professional travelers.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Here is a quick history of the Federal Reserve and an overview of what it does.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What does your home really cost?
When should you take your Social Security benefit?
Women must be ready to spend, on average, more years in retirement than men.
What is your plan for health care during retirement?